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Dominique Brenea Jordan Green
Gestionnaire de Portefeuille-Actions chez
JPMorgan Private Wealth Advisors LLC
Profil
Mr. Dominique B. Jordan Green is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Vice President of the firm.
Mr. Jordan focuses his practice on the following key areas: financial and advisory service planning; investment and wealth management services; family governance and wealth education; and legacy planning, which includes entrepreneurs, senior corporate executives, institutions and endowments, and professional athletes.
Prior to joining First Republic in 2021, Mr. Jordan was Associate Vice President, Regional Training Officer and Financial Advisor at Morgan Stanley Wealth Management.
Mr. Jordan earned his dual bachelor’s degree in Finance and Management, with a concentration in new and small business, from Georgetown University’s McDonough School of Business.
Postes actifs de Dominique Brenea Jordan Green
| Sociétés | Poste | Début |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Gestionnaire de Portefeuille-Actions | 01/03/2021 |
Anciens postes connus de Dominique Brenea Jordan Green
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley Private Bank NA
 Morgan Stanley Private Bank NA Major BanksFinance Operates as a national commercial bank | Corporate Officer/Principal | 01/03/2021 |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/10/2018 |
Formation de Dominique Brenea Jordan Green
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
Morgan Stanley Private Bank NA
Morgan Stanley Private Bank NA Major BanksFinance Operates as a national commercial bank | Finance |
McDonough School of Business
 McDonough School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
